True Potential adds asset allocation tools

The asset allocation tools are populated from information held on True Potential, without the need to rekey any further information, which the company says "vastly increases the efficiency of this important element of financial planning". The platform draws on Ibbotson's 30 year experience of asset allocation theory and can be applied across a client's total existing portfolio, including all legacy assets. Advisers complete the Morningstar risk tolerance questionnaire with clients to establish investor's attitude toward risk, and establish his or her investment time horizon and long-term...